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TempAlert: How to Create Reports

Reports enable you to gather data from your Insights Dashboard account into a shareable PDF document, which can then either be downloaded on demand or emailed to you at a scheduled time

Reports equip you with data that can help you to make informed decisions on everything from the defrost cycles of your refrigeration unit to the reliability of a particular brand of freezer

Login to the Insights Dashboard

Navigate to the reports tab

From the dropdown list, Report History offers a list of all the reports that have been created within the last 90 days

Any of the reports listed in the report history can be re-downloaded into a PDF

You can also create and download on demand reports

From the Reports tab, choose On Demand Report

To generate a report, choose the type of report you wish to download

In the Name field, type a name for the new report

Designate the date and time in the Start Date and End Date fields, which will provide the reporting period for this report

Please note that for on demand reports, the end date cannot be in the future

From the Time Zone dropdown list, choose your time zone

Click Generate Report

Within seconds, your report will be ready for download

Click Download Now to download your report for viewing

To create a scheduled report, choose Scheduled Reports from the Reports tab

Any previous reports subscriptions will be listed in this dashboard view

To create a new scheduled report, click Add New Scheduled Report

From the Report Type dropdown list, select a report subscription type

We are setting up an account summary report, which summarizes every device in your account and provides data on all active sensors, including minimum, maximum, and average readings over a 24-hour period

In the Email Address field, add the email address where you would like the report delivered

You can add as many email addresses to a report subscription as needed, just separate each email address with a comma

You can choose to have your report either emailed as an attachment, or you can simply download the report within the body of the email

If you would like to have the report sent as an attachment, click the Send Report as an email attachment checkbox

From the Report Frequency dropdown list, choose how often you want to receive this report

In the Next Run Date/Time field, type the desired date and time for the report to be sent

From the Time Zone dropdown list, choose your time zone

Once you are satisfied with these settings, click Save Report Subscription

To view how many times have been downloaded in the last 90 days, you can click the Downloads link

Editing an existing scheduled report is as simple as clicking the View link and adjusting the settings of the report

Lastly, from this list of scheduled reports, you can also view one-time reports that have been downloaded in the last 90 days

Report subscriptions remain active in Insights until you change the settings or delete the report